Studio Setups
When key data lives in PDFs, forms, and email threads, operations break down. We centralise every contract date, compliance form, and stakeholder document into one Attio record, giving you a reliable command centre.
Best For: Operations Business Setup Legal
Document Indexing
Stop hunting through Dropbox. We create a "Documents" setup linked to every client, tracking MSAs, NDAs, and Order Forms with direct links to the files.
Expiry Alerts
Never miss a renewal date. We track "Contract End Date" and "Insurance Expiry." Attio triggers a task 30 days out so you can renew compliance without panic.
Form Ingestion
We integrate Typeform/Fillout. When a client submits an onboarding form, the data (and the PDF) lands directly in the correct Attio record, not a spreadsheet.
Audit Trails
We log every status change. If a "Compliance" status moves from "Approved" to "Pending," you can see exactly who changed it and when, creating a perfect audit trail.
